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Note: Mac users -  Excel dashboard integrations are primarily designed for PCs. Mac users should consider data extraction methods such as the data export tool, manual exports, or the daily saved export.


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  1. Proceed to the Data section of CommCareHQ.
  2. Select Excel Dashboard on the left-hand side.
  3. See this Data Export Overview page for details on creating the data export:
    1. Name your export 
    2. Choose Automatically convert dates for Excel
    3. Be sure to rename your Display columns to how you want them to display in your reports.
  4. Save the export

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  1. Navigate to File -> Options to open the options window.
  2. Click Customize Ribbon in the pane on the left.
  3. In the dropdown under Choose commands from: select All Commands
  4. Find From Web (Legacy) in the scrolling menu on the left.
  5. In the right-hand menu, select the DataClick New Group .
  6. Right Click on Data, to create a custom group New GroupRename it if you want.
  7. Select the group you just created and click Add >>

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